SVB Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

SVB Wealth’s Portfolio SCHP Stock Details SCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-7,743	Closed	-$206K	–	395
2026 Q1	$206K	Sell	7,743 -2,218	-22%	-$59.2K	0.01%	373
2025 Q4	$264K	Hold	9,961	–	–	0.02%	354
2025 Q3	$268K	Sell	9,961 -2,660	-21%	-$71.2K	0.01%	368
2025 Q2	$337K	Buy	+12,621	New	+$334K	0.02%	345
2025 Q1	–	Sell	-23,619	Closed	-$610K	–	1746
2024 Q4	$610K	Buy	+23,619	New	+$621K	0.01%	393
2024 Q3	–	Sell	-62,846	Closed	-$1.63M	–	496
2024 Q2	$1.63M	Sell	62,846 -131,648	-68%	-$3.4M	0.04%	252
2024 Q1	$5.07M	Sell	194,494 -37,894	-16%	-$983K	0.11%	165
2023 Q4	$6.07M	Buy	232,388 +31,412	+16%	+$799K	0.15%	148
2023 Q3	$5.07M	Sell	200,976 -37,960	-16%	-$978K	0.11%	152
2023 Q2	$6.26M	Sell	238,936 -32,052	-12%	-$850K	0.11%	145
2023 Q1	$7.26M	Sell	270,988 -20,958	-7%	-$552K	0.1%	150
2022 Q4	$7.56M	Sell	291,946 -172,002	-37%	-$4.5M	0.1%	138
2022 Q3	$12M	Buy	463,948 +432,068	+1,355%	+$12M	0.18%	101
2022 Q2	$889K	Buy	31,880 +10,048	+46%	+$292K	0.01%	347
2022 Q1	$662K	Sell	21,832 -4,450	-17%	-$136K	0.01%	392
2021 Q4	$826K	Sell	26,282 -18,882	-42%	-$595K	0.01%	343
2021 Q3	$1.41M	Buy	45,164 +7,630	+20%	+$241K	0.02%	315
2021 Q2	$1.17M	Buy	37,534 +1,574	+4%	+$48.8K	0.01%	358
2021 Q1	$1.1M	Buy	35,960 +1,872	+5%	+$57.7K	0.02%	332
2020 Q4	$1.06M	Buy	34,088 +3,970	+13%	+$122K	0.02%	322
2020 Q3	$928K	Hold	30,118	–	–	0.02%	305
2020 Q2	$904K	Sell	30,118 -16,764	-36%	-$497K	0.02%	281
2020 Q1	$1.35M	Sell	46,882 -33,714	-42%	-$965K	0.03%	209
2019 Q4	$2.28M	Buy	80,596 +70,556	+703%	+$2M	0.04%	203
2019 Q3	$285K	Buy	+10,040	New	+$285K	0.01%	440

Other funds holding SCHP

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

SVB Wealth's SCHP Position: Q2 2026 in Review

SVB Wealth sold out of Schwab US TIPS ETF (SCHP) in Q2 2026, closing a stake of 7,743 shares — an estimated $206K sold.

SVB Wealth first reported a position in SCHP in Q3 2019 and held it in 25 quarters. The position peaked at $12M in Q3 2022. 139 funds tracked by Wall St. Rank hold SCHP as of Q2 2026.

SVB Wealth reported no remaining Schwab US TIPS ETF position as of Q2 2026 after selling out during the quarter.
SVB Wealth sold 7,743 Schwab US TIPS ETF shares in Q2 2026, an estimated $206K.
SVB Wealth first reported a position in Schwab US TIPS ETF in Q3 2019 and held it in 25 quarters.
SVB Wealth's Schwab US TIPS ETF position peaked at $12M in Q3 2022.
139 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.